The increase could very well extend into the next couple of years, even though buyers have already spent heavily. This has ...

Addressing vault sprawl in M&A requires moving beyond reactive tool consolidation toward proactive governance that supports ...

Intelligent Protection Management Corp. (IPM) (IPM) Q3 2025 Management View Jason Katz, Founder, CEO & Chairman, stated that ...

Modern Wealth to lead national M&A strategy, accelerate firm's expansion across key U.S. markets Modern Wealth Management ("Modern Wealth"), a registered investment advisory (RIA) firm founded to meet ...

The Ensemble Practice's annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors ...

The veteran leader brings more than three decades of experience, including roles at Schwab, TD Ameritrade, and LPL, as the ...

Topics addressed will include protecting intellectual property, foreign governing laws, handling disputes and working with foreign legal consultants. Takeaways include: -- Dealing with the growing ...

When a company is being sold, the investment banker will solicit indications of interest from prospective purchasers. Those submitting the most attractive IOIs will be invited to meet the management ...

The acquisitive Modern Wealth, founded by former United Capital execs, has hired Derek Bruton from Gladstone Group to speed M ...

“M&A activity was reasonably robust in 2019,” said Fred Cummings, president and founder of Elizabeth Park Capital Management, ...